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Board and Staff Responsibilities

To help convey who does what regarding board and staff, the following activities are suggested to be done by board, staff or jointly. Ultimately, the responsibility for the various activities depends very much on the life-cycle of the organization -- young organizations often have working Boards that are involved in day-to-day activities, while older organizations have Boards that attend exclusively to top-level policies and plans. This document should be reviewed by board members to finalize who they would like to do what among board and staff members.

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Direct the process of planning Board
Provide input to long range goals Joint
Approve long range goals Board
Formulate annual objectives Staff
Approve annual objectives Board
Prepare performance reports on achievement of goals and objectives Staff
Monitor achievement of goals and objectives Joint


Assess stakeholder (customers, community) needs Staff
Train volunteer leaders (nonprofits only) Staff
Oversee evaluation of products, services and programs Board
Maintain program records; prepare program reports Staff
Prepare preliminary budget Staff
Finalize and approve budget Board
See that expenditures are within budget during the year Staff
Solicit contributions in fundraising campaigns (nonprofits) Board
Organize fundraising campaigns (nonprofits) Staff
Approve expenditures outside authorized budget Board
Insure annual audit of organization accounts Board


Employ Chief Executive Board
Direct work of the staff Staff
Hire and discharge staff member Staff
Decision to add staff (nonprofit) Board
Settle discord among staff Staff


Interpret organization to community Board
Write news stories Staff
Provide organization linkage with other organizations Joint


Appoint committee members Board
Call Committee Chair to urge him/her into action Board
Promote attendance at Board/Committee meetings Joint
Recruit new Board members Board
Plan agenda for Board meetings Joint
Take minutes at Board meetings Joint
Plan and propose committee organization Joint
Prepare exhibits, material and proposals for Board and Committees Staff
Sign legal documents Board
Follow-up to insure implementation of Board and Committee decisions Staff
Settle clash between Committees Board

Return to Overview of Board Roles and Responsibilities

For the Category of Boards of Directors:

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